Lsb Industries (LXU)
NYSE:LXU
LXU Stock Chart & Stats
$14.91
-$0.19(-2.42%)
At close: 4:00 PM EST
$14.91
-$0.19(-2.42%)
Day’s Range― - ―
52-Week Range$4.88 - $17.22
Previous CloseN/A
Volume76.43K
Average Volume (3M)373.18K
Market Cap
$1.07B
Enterprise Value$1.54B
Total Cash (Recent Filing)$148.47M
Total Debt (Recent Filing)$489.41M
Price to Earnings (P/E)25.0
Beta0.95
Next Earnings
May 05, 2026EPS Estimate
0.13Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.22
Shares Outstanding71,846,840
10 Day Avg. Volume411,777
30 Day Avg. Volume373,176
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)1.18
Price to Sales (P/S)1.00
P/FCF Ratio34.07
Enterprise Value/Market Cap1.44
Enterprise Value/Revenue2.51
Enterprise Value/Gross Profit14.79
Enterprise Value/Ebitda10.63
Forecast
1Y Price Target
$14.83Price Target Upside-0.54% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)0.93
Revenue Forecast (FY)$645.09M
Bulls Say, Bears Say
Bulls Say
Strengthened Balance Sheet / Low LeverageA materially stronger balance sheet and low leverage (year-end cash ~ $150M; net leverage ~1.8x cited) provide durable financial flexibility. This reduces refinancing risk, supports targeted reliability/CCS CapEx and buybacks, and cushions the company versus cyclicary downturns.
Positive Free Cash Flow And Disciplined Capital ActionsReturn to positive free cash flow and active capital allocation (note and share repurchases) demonstrate improved cash conversion and funding capacity. Sustained FCF supports reliability investments and CCS funding, enabling value capture without immediate external financing.
Improved Plant Reliability And Record Downstream ProductionStep-up in operational reliability and record downstream output is a durable operational improvement. Higher throughput increases ability to capture favorable mix and pricing, lifts margins when markets are strong, and underpins management's target to raise gross ammonia production toward reliability goals.
Bears Say
Cyclical Earnings And Cash-flow VolatilityThe business remains highly cyclical: years of strong margins (2022) were followed by a 2024 loss and a 2025 rebound. This volatility undermines predictability of EBITDA and FCF across cycles, complicating capital planning and increasing downside risk if commodity prices or farmer demand weaken.
Planned 2026 Turnarounds Will Cut ProductionScheduled plant outages in 2026 materially reduce volumes and near-term revenue/EBITDA potential. Turnaround timing raises execution and contractor-cost risk, compresses 2026 output availability, and creates concentrated short-term earnings pressure despite longer-term reliability gains.
Significant Exposure To Natural Gas And Contractor CostsNatural gas is a key feedstock and price swings materially affect margins. Elevated winter gas and contractor expenses squeezed near-term profitability and cash flow; given limited immediate premium for low-carbon products, input-cost exposure remains a persistent structural margin risk.
Lsb Industries News
LXU FAQ
What was Lsb Industries’s price range in the past 12 months?
Lsb Industries lowest stock price was $4.88 and its highest was $17.21 in the past 12 months.
What is Lsb Industries’s market cap?
Lsb Industries’s market cap is $1.07B.
When is Lsb Industries’s upcoming earnings report date?
Lsb Industries’s upcoming earnings report date is May 05, 2026 which is in 30 days.
How were Lsb Industries’s earnings last quarter?
Lsb Industries released its earnings results on Feb 26, 2026. The company reported $0.22 earnings per share for the quarter, beating the consensus estimate of $0.148 by $0.072.
Is Lsb Industries overvalued?
According to Wall Street analysts Lsb Industries’s price is currently Overvalued.
Does Lsb Industries pay dividends?
Lsb Industries does not currently pay dividends.
What is Lsb Industries’s EPS estimate?
Lsb Industries’s EPS estimate is 0.13.
How many shares outstanding does Lsb Industries have?
Lsb Industries has 71,846,840 shares outstanding.
What happened to Lsb Industries’s price movement after its last earnings report?
Lsb Industries reported an EPS of $0.22 in its last earnings report, beating expectations of $0.148. Following the earnings report the stock price went up 0.693%.
Which hedge fund is a major shareholder of Lsb Industries?
Currently, no hedge funds are holding shares in LXU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lsb Industries Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$14.83 (-0.54% Downside)
$14.83 (-0.54% Downside)
Hedge Fund Trend
Decreased
By 290.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $72.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 2.2%
Last 30 Days ▲ 18.8%
Last 30 Days ▲ 18.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-7.28%
12-Months-Change
Fundamentals
Return on Equity
-0.13%
Trailing 12-Months
Asset Growth
-5.13%
Trailing 12-Months
Company Description
Lsb Industries
LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products. The company provides nitrogen-based fertilizers, such as ammonia, fertilizer grade ammonium nitrate (HDAN), and urea ammonia nitrate for fertilizer and fertilizer blends for corn and other crops, and NPK fertilizer blends applications. It also offers high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, and diesel exhaust fluids, as well as concentrated, and blended and regular nitric acids for various applications, including semi-conductor and polyurethane intermediates; pulp and paper, alum, water treatment, metals, and vanadium processing; power plant emissions abatement, water treatment, refrigerants, and metals processing; exhaust stream additive, and horticulture/greenhouse applications; and refrigeration. In addition, the company provides industrial grade ammonium nitrate, ammonium nitrate, and HDAN solutions for ammonium nitrate fuel oil and specialty emulsions for mining, surface mining, quarries, and construction applications. It sells its products through distributors, as well as directly to end customers in the United States, Mexico, and Canada. The company serves to the agricultural, industrial, and mining markets. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
LXU Company Deck
LXU Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasizes strong operational momentum and significant financial improvements (record downstream production, robust pricing, adjusted EBITDA +25% year-over-year and Q4 EBITDA +42% year-over-year), solid liquidity and a clear plan to capture additional EBITDA through reliability, efficiency and CCS. Near-term headwinds include planned turnarounds that will reduce 2026 volumes, elevated near-term natural gas and contractor costs, and working capital timing that depressed free cash flow. Management provided detailed mitigation plans (turnaround scheduling, targeted CapEx, expected cost declines later in 2026) and remains confident in the pathway to achieve higher production and ~$50 million of additional annual EBITDA, while CCS progress and balance-sheet actions strengthen the long-term outlook.View all LXU earnings summariesLXU Stock 12 Month Forecast
Average Price Target
$14.83
▼(-0.54% Downside)
Technical Analysis
Ownership Overview
3.82% Insiders
12.13% Mutual Funds
21.08% Other Institutional Investors
47.08% Public Companies and
Individual Investors